Kevin Sandin is a registered investment advisor at LPL Financial LLC, based in Muskegon, MI, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
549 Seminole Rd Ste 100, Muskegon, MI, 49444-3755
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates under the DBA Sandin Financial Services and owns two single-family rental homes, dedicating minimal time to the real estate. He also uses Focus Financial Retirement Specialists as a DBA for his LPL business, spending about a quarter of his time on securities trading, and his spouse is a trustee/beneficiary, taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Comerica Securities
Comerica SecuritiesBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Old Kent Financial AdvisorsBroker
First of America Brokerage Service, INC.Broker
Gna Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.